سجل الورقة المالية · ربع مؤرشف
CGW
الاسم في انتظار استيعاب الملف الشخصي
45الحاملون المتتبعون
0Δ المساهمون
4.08Mالأسهم المحتفظ بها
$267.89Mالقيمة المُبلَّغ عنها
+4المراكز الجديدة
−4الخروجات
مدخلات الزخم (المديرون المماثلون): اتساع نطاق المالكين 0.0% · تدفق الأسهم +2.2% · المراكز الجديدة الصافية 0.0% — الصيغة
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 45 | 0 | 4.08M | $267.89M | +4 | −4 |
| Q1 2026 | 46 | +3 | 3.99M | $255.07M | +4 | −1 |
| Q4 2025 | 42 | -1 | 3.64M | $229.40M | — | −1 |
| Q3 2025 | 4 | 0 | 969.16K | $62.26M | — | — |
| Q2 2025 | 2 | 0 | 19.28K | $1.21M | — | — |
| Q1 2025 | 1 | +1 | 8.24K | $458,830 | +1 | — |
| Q3 2024 | 1 | 0 | 5.29K | $323,442 | — | — |
| Q2 2024 | 1 | — | 19.84K | $1.10M | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.03M | +8.4% | $67.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.03M | +8.4% | $67.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.03M | +8.4% | $67.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.03M | +8.4% | $67.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 507.32K | +5.5% | $33.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 507.32K | +5.5% | $33.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 507.32K | +5.5% | $33.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 507.32K | +5.5% | $33.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 481.63K | -1.3% | $31.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | UBS Group AG | 481.63K | -1.3% | $31.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | 1832 Asset Management L.P. | 343.47K | 0.0% | $22.58M | 0.0% | Held | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 190.66K | +9.2% | $12.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 174.42K | +7.3% | $11.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 158.42K | +0.3% | $10.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 158.42K | +0.3% | $10.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 158.42K | +0.3% | $10.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 158.42K | +0.3% | $10.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 144.27K | +19.8% | $9.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 144.27K | +19.8% | $9.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | LPL Financial LLC | 137.97K | +0.1% | $9.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 135.39K | +10.2% | $8.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 118.30K | +6.2% | $7.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 100.76K | +2.7% | $6.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 61.56K | +2.6% | $4.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 61.56K | +2.6% | $4.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 61.56K | +2.6% | $4.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 61.40K | -4.6% | $4.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 61.40K | -4.6% | $4.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 61.40K | -4.6% | $4.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 51.05K | +2.8% | $3.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 50.88K | -17.8% | $3.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 41.76K | +18.7% | $2.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Bnp Paribas Financial Markets | 37.30K | 0.0% | $2.45M | 0.0% | Held | 3 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 30.52K | -6.8% | $2.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 30.52K | -6.8% | $2.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Northern Trust Corp | 19.30K | -4.9% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Northern Trust Corp | 19.30K | -4.9% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 19.09K | -38.7% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Us Bancorp \De\ | 17.13K | -1.5% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Us Bancorp \De\ | 17.13K | -1.5% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Susquehanna International Group, Llp | 16.52K | -12.2% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Fifth Third Bancorp | 15.22K | +6.0% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Mariner, LLC | 14.65K | +9.2% | $962,999 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Cerity Partners LLC | 13.88K | -11.5% | $912,135 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 13.24K | +7.3% | $870,340 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | Wealth Enhancement Advisory… | 10.26K | -2.5% | $672,787 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Creative Planning | 9.38K | +24.9% | $616,288 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | BlackRock ✦ (سلبي) | 8.57K | 0.0% | $563,399 | 0.0% | Held | 2 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 8.18K | 0.0% | $535,060 | 0.0% | Held | 4 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 8.18K | 0.0% | $535,060 | 0.0% | Held | 4 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 8.18K | 0.0% | $535,060 | 0.0% | Held | 4 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 8.18K | 0.0% | $535,060 | 0.0% | Held | 4 | SEC ↗ |
| 53 | Blair William & Co/Il | 7.43K | +152.5% | $488,655 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | CIBC Bancorp USA Inc. | 7.20K | 0.0% | $473,205 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Corient Private Wealth LP | 7.18K | جديد | $472,267 | 0.0% | New | 1 | SEC ↗ |
| 56 | Mercer Global Advisors Inc /Adv | 5.87K | -0.1% | $385,775 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 5.46K | -2.8% | $359,083 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Bank Of Montreal /Can/ | 5.46K | -2.8% | $359,083 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Bank Of Montreal /Can/ | 5.46K | -2.8% | $359,083 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Citigroup Inc | 5.10K | -4.1% | $335,443 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Stifel Financial Corp | 3.88K | -3.8% | $255,237 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | UBS AM, a distinct business unit of… | 3.87K | 0.0% | $254,046 | 0.0% | Held | 3 | SEC ↗ |
| 63 | TD Waterhouse Canada Inc. | 2.90K | +16.2% | $189,493 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Allspring Global Investments… | 2.27K | جديد | $150,150 | 0.0% | New | 1 | SEC ↗ |
| 65 | Pnc Financial Services Group, Inc. | 735 | -0.8% | $48,312 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Pnc Financial Services Group, Inc. | 735 | -0.8% | $48,312 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Toronto Dominion Bank | 370 | جديد | $24,320 | 0.0% | New | 1 | SEC ↗ |
| 68 | Russell Investments Group, Ltd. | 250 | جديد | $16,433 | 0.0% | New | 1 | SEC ↗ |
| 69 | Assetmark, Inc | 130 | 0.0% | $8,545 | 0.0% | Held | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Corient Private Wealth LP | $472,267 | 0.0% |
| Allspring Global Investments… | $150,150 | 0.0% |
| Toronto Dominion Bank | $24,320 | 0.0% |
| Russell Investments Group… | $16,433 | 0.0% |
تم الخروج
| Jane Street Group, Llc | $3.34M | كان 0.0% |
| Manufacturers Life Insurance… | $1.60M | كان 0.0% |
| Lido Advisors, LLC | $243,047 | كان 0.0% |
| Qube Research & Technologies… | $2,558 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 199 المالكون, 6.46M الأسهم, $401.38M مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q2 2026 ·
المنهجية ·
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